Hoffman Alan N Investment Management: Q2 2026 Portfolio Changes
Alan Hoffman's investment management firm made significant adjustments in the second quarter of 2026, notably increasing positions in MGK and Vertex Pharmaceuticals while reducing holdings in major tech stocks like Apple and Microsoft.
For the period ending June 30th, 2026 (Q2), Hoffman Alan N Investment Management saw its total portfolio value decrease slightly to $169.28 million.
The firm's holdings underwent notable changes during this quarter, with specific adjustments observed across various stocks:
- Purchasing MGK ETF: Hoffman significantly increased his position in the Vanguard World Fund (MGK) by over 420%, acquiring approximately 54,381 additional shares.
- Purchasing Vertex Pharmaceuticals: He also notably added to his holding of Vertex Pharmaceuticals (VRTX), increasing its share count by a full 100% during the quarter.
In contrast, several significant holdings experienced reductions or remained static:
- Apple Inc. (AAPL) saw a slight decrease in allocation (-0.65%) and shares (-2,019).
- Microsoft Corp. (MSFT) experienced a moderate reduction (-6.36%), with the share count decreasing by -3,137.
- Amazon.com Inc. (AMZN)'s allocation decreased minimally (-0.39%) due to a small reduction in shares (-408).
- Alphabet Inc. (GOOGL) and the SPDR S&P 500 ETF Trust (SPY) both saw very minor reductions, with their share counts decreasing by -47 and -5 respectively.
Furthermore, other holdings showed changes:
- NVIDIA Corp. (NVDA)'s allocation increased slightly (+1.49%) with a small addition of shares (+195).
- Costco Wholesale Corporation (COST) saw its share count decrease by -77 (-0.91%), leading to a minor reduction in allocation.
The firm also initiated or maintained positions with other holdings:
- INVESCO QQQ Trust (QQQ) experienced a very small decrease (-0.23%) in its allocation.
In summary, Hoffman's investment management firm focused on adding to specific sectors during Q2 2026:
- Significant Buys: He substantially increased his position in the Vanguard World Fund (MGK) and added a new stake in Vertex Pharmaceuticals Inc. (VRTX).